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Berkshire Hathaway Class B

3,585 hedge funds and large institutions have $298B invested in Berkshire Hathaway Class B in 2023 Q2 according to their latest regulatory filings, with 175 funds opening new positions, 1,357 increasing their positions, 1,439 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,585
Holders Change
+53
Holders Change %
+1.5%
% of All Funds
56.54%
Holding in Top 10
644
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+2.71%
% of All Funds
10.16%
New
175
Increased
1,357
Reduced
1,439
Closed
89
Calls
$6.86B
Puts
$3.8B
Net Calls
+$3.06B
Net Calls Change
+$1.37B
Name Holding Trade Value Shares
Change
Shares
Change %
SPAS
2776
Spectrum Planning & Advisory Services
California
$645K
TFA
2777
Triad Financial Advisors
North Carolina
$644K -$9.55K -28 -1%
DI
2778
DDFG Inc
California
$643K
VBWMG
2779
Von Berge Wealth Management Group
California
$643K
RCM
2780
RNC Capital Management
California
$643K -$429K -1,259 -40%
MFA
2781
McClarren Financial Advisors
Pennsylvania
$643K +$73.3K +215 +13%
MPCG
2782
Matrix Private Capital Group
New York
$643K +$20.8K +61 +3%
IF
2783
Insight Folios
North Carolina
$641K +$16.4K +48 +3%
DP
2784
Dearborn Partners
Illinois
$639K +$18.8K +55 +3%
EA
2785
Eclectic Associates
California
$639K -$5.12K -15 -0.8%
LG
2786
LAM Group
Oregon
$639K
FZCM
2787
Flynn Zito Capital Management
New York
$638K
HCP
2788
Hexagon Capital Partners
Arkansas
$638K -$47.7K -140 -7%
LCM
2789
Leisure Capital Management
California
$636K -$1.02K -3 -0.2%
GA
2790
Greenspring Advisors
Maryland
$634K -$531K -1,557 -46%
TWP
2791
TFO Wealth Partners
Ohio
$633K +$316K +928 +100%
PEA
2792
Park Edge Advisors
Ohio
$629K
DAM
2793
Diamant Asset Management
Connecticut
$629K
TCM
2794
Tradewinds Capital Management
Washington
$628K -$86.3K -253 -12%
OAM
2795
Oak Asset Management
California
$628K
LWM
2796
LJI Wealth Management
Indiana
$627K -$9.89K -29 -2%
SPA
2797
Shore Point Advisors
New Jersey
$627K
PBF
2798
Petix & Botte Financial
California
$627K +$314K +920 +100%
C
2799
CEDRUS
Colorado
$627K +$10.2K +30 +2%
PC
2800
Port Capital
Illinois
$626K